LA

Legacy Advisors Portfolio holdings

AUM $6.33M
1-Year Est. Return 22.3%
This Quarter Est. Return
1 Year Est. Return
+22.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.36M
3 +$1.27M
4
MSFT icon
Microsoft
MSFT
+$866K
5
LBAI
Lakeland Bancorp Inc
LBAI
+$806K

Sector Composition

1 Financials 18.42%
2 Consumer Discretionary 7.71%
3 Communication Services 6.13%
4 Utilities 5.06%
5 Energy 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K 0.01%
27
327
$8K 0.01%
183
328
$7K 0.01%
110
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$7K 0.01%
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$7K 0.01%
170
+70
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$7K 0.01%
97
332
$7K 0.01%
400
333
$7K 0.01%
278
334
$7K 0.01%
+500
335
$6K ﹤0.01%
+154
336
$6K ﹤0.01%
70
337
$6K ﹤0.01%
62
338
$6K ﹤0.01%
131
339
$6K ﹤0.01%
+51
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$6K ﹤0.01%
+60
341
$6K ﹤0.01%
+277
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$6K ﹤0.01%
50
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$6K ﹤0.01%
+200
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$6K ﹤0.01%
72
+16
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$6K ﹤0.01%
+58
346
$5K ﹤0.01%
110
347
$5K ﹤0.01%
+49
348
$5K ﹤0.01%
200
349
$5K ﹤0.01%
+73
350
$5K ﹤0.01%
100